Also trades as: BENFW (NASDAQ) · $vol 0M
BENF Institutional Ownership
Beneficient
1W: -2.0%
1M: -29.6%
3M: -60.6%
YTD: -80.4%
1Y: -79.3%
3Y: -99.9%
$1.43
-0.08 (-5.30%)
Weekly Expected Move ±227.2%
$-5
$-2
$1
$5
$8
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Institutional Ownership — BENF
17
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
3
New Positions
6
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Yorkville Advisors Global, LP NEW | 280,631 | $401K | — | +0.0% | 1Q | SEC ↗ |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 154,649 | $221K | -3,378 | -2.1% | 3Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 153,491 | $219K | +3,491 | +2.3% | 2Q | SEC ↗ |
| 4 | VANGUARD FIDUCIARY TRUST CO | 72,070 | $103K | +559 | +0.8% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 66,345 | $95K | +14,500 | +28.0% | 3Q | SEC ↗ |
| 6 | BlackRock, Inc. | 49,528 | $71K | +4,205 | +9.3% | 3Q | SEC ↗ |
| 7 | MORGAN STANLEY | 45,122 | $65K | +21,084 | +87.7% | 2Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 31,411 | $45K | — | +0.0% | 3Q | SEC ↗ |
| 9 | Ausdal Financial Partners, Inc. | 13,817 | $20K | +2,000 | +16.9% | 3Q | SEC ↗ |
| 10 | Vanguard Global Advisers, LLC | 8,750 | $13K | — | +0.0% | 2Q | SEC ↗ |
| 11 | UBS Group AG | 4,271 | $6K | -1,717 | -28.7% | 3Q | SEC ↗ |
| 12 | BARCLAYS PLC NEW | 60 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 13 | NFSG Corp | 24 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 14 | SBI Securities Co., Ltd. | 7 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 15 | CITIGROUP INC NEW | 4 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 0 | $0K | -118 | -100.0% | 1Q | SEC ↗ |
| 17 | Global Assets Advisory, LLC | 0 | $0K | -17,887 | -100.0% | 1Q | SEC ↗ |
| 18 | Legacy Wealth Managment, LLC/ID | 0 | $0K | -300 | -100.0% | 2Q | SEC ↗ |
| 19 | Tower Research Capital LLC (TRC) | 0 | $0K | -796 | -100.0% | 2Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 0 | $0K | -18,922 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Yorkville Advisors Global, LP | 280,631 | $401K |
| BARCLAYS PLC | 60 | $0K |
| CITIGROUP INC | 4 | $0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 18,922 | $27K |
| Global Assets Advisory, LLC | 17,887 | $26K |
| Tower Research Capital LLC (TRC) | 796 | $1K |
| Legacy Wealth Managment, LLC/ID | 300 | $0K |
| BANK OF AMERICA CORP /DE | 118 | $0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +21,084 | +87.7% | 45,122 |
| STATE STREET CORP | +14,500 | +28.0% | 66,345 |
| BlackRock, Inc. | +4,205 | +9.3% | 49,528 |
| VANGUARD CAPITAL MANAGEMENT LLC | +3,491 | +2.3% | 153,491 |
| Ausdal Financial Partners, Inc. | +2,000 | +16.9% | 13,817 |
| VANGUARD FIDUCIARY TRUST CO | +559 | +0.8% | 72,070 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -3,378 | -2.1% | 154,649 |
| UBS Group AG | -1,717 | -28.7% | 4,271 |